Inviting visitors manually

To invite a small number of guests for a visit or event, you can manually add up to five visitors in Genetec ClearID™.

1. Sign in to the self-service portal.
2. Select a method to invite visitors:
   • Under My workspace click Create new request () > Invite visitors
   • Under My workspace, click Requests > New request > Invite visitors .
   • Under My workspace, click Visits > New visit event .
3. In the New visit event wizard, specify where the event will take place.

   

4. Specify when the event takes place and the purpose of the event.
   Include extra time before and after the meeting if visitors need extended access.
5. Specify who to invite to the event.
   1. Click Add visitor and complete the fields.
   2. Click Save.
   3. Repeat for each additional visitor.
6. Complete the event details:
   1. Enter the name and email of the visit event host.
      You can search for and add up to 10 visitor hosts.
   2. (Optional) Enter a mobile phone number to send an SMS alert to visit hosts when a visitor checks in.
   3. (Optional) Add notes about the visitor, the visit invitation, or the visit event.
7. Click Finish.
   Your visit request is submitted and awaits approval.
8. Confirm whether the request was approved or rejected:
   • Check your email for a Visit approved email.
   • Check Requests in ClearID.
   Visitors can receive automatic reminder emails 24 hours before an upcoming visit, including any incomplete pre-visit tasks or unsigned NDA documents. Reminder emails are not sent for visits scheduled within 24 hours.